FMB icon

First Trust Managed Municipal ETF
FMB

Overview Fund Activity

307 hedge funds and large institutions have $2.75B invested in First Trust Managed Municipal ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 124 increasing their positions, 111 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+7
Holders Change %
+2.33%
% of All Funds
4.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
124
Reduced
111
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAA
1
Independent Advisor Alliance
North Carolina
$14.8M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$7.66M
3
LFG
3
Larson Financial Group
Missouri
$14.1M
4
OMC
4
Old Mission Capital
Illinois
$3.21M
5
UBS Group
5
UBS Group
Switzerland
$87.8M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.23B
2
LPL Financial
2
LPL Financial
California
$107M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$11.4M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$627K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
51
Atria Investments
North Carolina
$5.29M +$240K +4,700 +5%
MFG
52
Magnus Financial Group
New York
$5.09M -$99.1K -1,942 -2%
LSPW
53
Lake Street Private Wealth
Illinois
$4.97M +$56.1K +1,100 +1%
APWA
54
Atlas Private Wealth Advisors
New Jersey
$4.91M +$172K +3,363 +4%
CTB
55
Country Trust Bank
Illinois
$4.9M -$108K -2,119 -2%
FAIM
56
Financial Advocates Investment Management
Washington
$4.77M -$790K -15,480 -14%
ACM
57
Advance Capital Management
Michigan
$4.66M +$125K +2,460 +3%
MOS
58
MGO One Seven
Ohio
$4.49M +$48.3K +946 +1%
PWMG
59
Prestige Wealth Management Group
New Jersey
$4.37M +$307K +6,018 +8%
FPWM
60
FSB Premier Wealth Management
Iowa
$4.36M +$328K +6,429 +8%
EWA
61
Etesian Wealth Advisors
Oregon
$4.31M +$531K +10,415 +14%
FHA
62
First Horizon Advisors
Tennessee
$4.21M -$1.47M -28,733 -26%
SA
63
Sanctuary Advisors
Indiana
$4.05M +$121K +2,368 +3%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$4.04M +$1.49M +29,013 +58%
Comerica Bank
65
Comerica Bank
Texas
$3.98M -$438K -8,588 -10%
Mariner
66
Mariner
Kansas
$3.77M +$1.18M +23,066 +45%
AFG
67
ABLE Financial Group
Arizona
$3.69M +$983K +19,269 +36%
PFS
68
Prospera Financial Services
Texas
$3.64M +$196K +3,847 +6%
VWA
69
Visionary Wealth Advisors
Illinois
$3.56M +$538K +10,549 +18%
GSWM
70
Golden State Wealth Management
California
$3.56M +$3.56M +69,785 New
EFG
71
Elios Financial Group
Ohio
$3.56M +$22.2K +435 +0.6%
LWMNY
72
Landmark Wealth Management (New York)
New York
$3.5M +$134K +2,633 +4%
Jones Financial Companies
73
Jones Financial Companies
Missouri
$3.42M +$2.43M +47,587 +244%
AF
74
Allworth Financial
California
$3.36M +$1.13M +22,323 +51%
PSCM
75
Per Stirling Capital Management
Texas
$3.33M +$64.5K +1,264 +2%
1 2
3
4 5